BLNIX Mutual Fund

BLNIX Mutual Fund

NAV$14.76
See how much of BLNIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.63%
3 Months
+1.49%
6 Months
+5.64%
YTD
+9.47%
1 Year
+15.61%
3 Years (annualized)
+13.44%
5 Years (annualized)
+5.64%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLNIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+6.28%
vs Peers
+3.18%

BLNIX Mutual Fund Performance

BLNIX performance across multiple time periods: 1-month 1.63%, YTD 9.47%, 1-year 15.61%, 3-year 13.44%, 5-year 5.64%, 10-year 7.72%.

BLNIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

BLNIX vs another fund shows side-by-side returns. BLNIX alternatives are available in the Mutual Fund Screener.